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Analysis

Sunil Krishnan

11 August 2020 • By Sunil Krishnan • 1 min read

Finding opportunities in the crisis

While COVID-19 continues to cause a great deal of uncertainty, it is important to look for opportunities that allow investors to participate in growth...

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Sunil Krishnan

Serial acquirers: A dangerous addiction or underappreciated compounders?

Contrary to the belief that most acquisitions destroy shareholder value, there is an underappreciated niche of companies that make many acquisitions a...

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Sunil Krishnan

Listed infrastructure providing consistency in volatile times

Many listed infrastructure assets have proved resilient in the face of volatile markets during the first half of 2020, demonstrating this asset class�...

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Sunil Krishnan

Invest like the high-net-worth to pandemic-proof your portfolio

The impact of COVID has undeniably demanded attention, as it has kickstarted a new economic cycle and heralded in a bear market and global recession. ...

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Sunil Krishnan

An industry ripe for disruption

As the world begins to reopen following unprecedented periods of lockdown and quarantine, investors are analysing the potential trends and impacts fro...

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Sunil Krishnan

The case for investing in gold

There have been many studies regarding the potential institutional role for gold, often with contradictory conclusions. What we have found is that the...

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Sunil Krishnan

The case for value investing going forward

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been co...

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Sunil Krishnan

Multi-strategy investing and the COVID crash: Resilience and redemption?

The COVID-19 pandemic has brought many things into focus, reminding investors of the shock of a market crash. With bond and equity prices already back...

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Sunil Krishnan

Investors are being lulled into a false sense of security

EXCLUSIVE OP-ED Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility ...

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Sunil Krishnan

Is silver poised to join big brother gold in a bull market?

Sitting between its precious metals siblings and its blue-collar industrial metals peers, silver has always had a bit of a split personality. It ha...

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